On Jan 9, 2009, at 10:14 AM, ciara belle wrote: > Ok - I set my spending plan... I removed all my 'savings' items (as > they were messing up the plan.. i will do separately)... i deleted > ALL the items from Allocation of Salary ( since it was completely > messed up with all my testing :)...) -- that fixed most of the > negative allocation issues ... clean slate -- correct plan... good to > go.. > - opened allocation.... > - made sure its set 1 day for 'next month starts' - since we were paid > on 31st Dec for the next months spending...
Hi Ciara, That 1 day setting is only for the current month. If you want to include last month's paycheck in your current spending amount, simply add that value to your cash flow start setting. We have a video almost ready to post on this but I'll give you the text version: 1. Total up all the money you have to spend as of the end of day on Dec. 31, 2008 2. Click Edit > Change Cash Flow Start Date… 3. Make sure the date is Jan. 1, 2009 4. Set your income bucket to your primary one 5. Enter the amount to spend (the total from step 1) Now you'll have all the proper money to start your cash flow in your primary income bucket for use in allocating. > > I have in my plan set Mortgage, etc for 2nd half of month - cause they > come from the next 15th paycheck. > - But --- it has allocated all those 2nd half of months items to this > first half... > - Now i can 'de-allocate' manually - but i don't want to do this every > month In the Allocate Income panel, change the "Monthly Timing" to "First Half of Month" so MoneyWell knows you only want to do the allocations for the first half of this month. Since it's the 9th, MoneyWell thinks you want to start working on the second half. > > > please tell me what i set wrong so that i can fix it... figured i had > finally wrapped my brain around this methodology... -- I interpreted > the first half and second half items to be 'when their paid' maybe i > mis-interpreted. You did it right but you are running the allocation for the first half a little late, that's all. That is the reason for this setting, so you can control it. Peace, Kevin Hoctor [email protected] No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~---------~--~----~------------~-------~--~----~ You received this message because you are subscribed to the Google Groups "No Thirst Software User Forum" group. To post to this group, send email to [email protected] To unsubscribe from this group, send email to [email protected] For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~----------~----~----~----~------~----~------~--~---
